This article provides an introduction to your “Customers” in CIMcloud. CIMcloud Customers consist of accounts (the Sage 100 customer record) and contacts. A contact is the actual person, with a unique username and password, that logs into your CIMcloud store. They can view your product catalog, place orders, and access various data associated with their account such as; sales orders, shipments, invoices, and payments. The following video will give you an overview of CIMcloud customers.
The above video provides a quick walk-through of the following areas in the CRM Workspace of the worker portal.
- note: video does not cover the Account Detail
- Manage (contacts + house users)
- Customer Groups
- Add-Edit (general, features, data rights, members)